Managers of Wealth Americas

Atlantic Union Bankshares appoints chief risk officer

Most recently, Haun was serving as executive vice president and chief audit executive.

State Street Appoints Sara Mathew as Independent Lead Director

Her leadership and perspective are enhanced by her current and former service on other public company boards in the roles of independent director, committee chair and non-executive chair.

SEI Makes Leadership Appointments in Traditional Investment Managers Segment

Evolution of Leadership Reinforces SEI’s Strategic Commitment to Serving Clients and Driving Growth

Hightower Appoints Jennifer Krevitt as Chief Human Resources Officer

Krevitt to lead talent, culture and organizational strategy, harnessing Hightower’s strong growth-oriented culture and strategic business priorities

Bernstein Private Wealth Management Appoints Ashley Velategui as Head of Wealth Strategies Group

Based in Seattle, Washington, Ms. Velategui will be reporting to Alex Chaloff, Head of Investments and Wealth Strategies, who has been leading the $137 billion Bernstein platform since 2023.

Brian Oosterhouse joins J.P. Morgan Private Bank as a VP and Banker

Brian seeks to understand each client’s unique needs and aspirations

Citadel engineer leaves for another hedge fund with windier HQ

Even though Citadel was our Ideal Hedge Fund Employer in 2024, it’s got one niggle that puts off some people: its obsession with Miami.

Fiera Capital Appoints Maxime Ménard as Global President and Chief Executive Officer

Gabriel Castiglio Named Global Chief Operating Officer; Lucas Pontillo Expands Mandate as Global Chief Financial Officer and Head of Corporate Strategy

Cetera Investors Hires New Head, Citi Wealth Names Capital Markets Lead

Several wealth managers announced hires for key positions, including multi-family offices Parcion and Nordwand.

Northern Trust Asset Management Appoints Global Co-Chief Investment Officers

Michael Hunstad and Christian Roth bring combined six decades of investment expertise

Deutsche Bank Hires 13-Year Citi Veteran Baker in US Wealth Push

Baker will start in San Francisco on Monday as a managing director with a goal of growing the Frankfurt-based lender’s West Coast wealth business

Callan Family Office Names Jeffrey Getty Chief Tax Strategist

Getty will oversee research and strategy on complex tax issues for ultra-high-net-worth families, businesses, and private investment firms.

RSM Announces Strategic Leadership Appointments to Accelerate Growth and Innovation

Strategic Appointments Advance Firm’s Leadership Position for the Middle Market

Blackburn joins Liquidnet to head up global multi-asset offering

During his tenure at UBS, Blackburn served as chief operating officer for the sell-side global cash equities business, and most recent headed up the UBS Execution Hub.

RBC Hires Financial Services Banker Antenberg From Barclays

He will join RBC Capital Markets in August as a managing director and vice chairman of the global financial institutions group in New York

Waverton and London & Capital appoints Nick Hammond to lead the Private Wealth and US Private Wealth businesses

Hammond joins from the 1762 division of RBC Brewin Dolphin

Kearny Bank names Persaud retail relationship manager in North Bergen

In her new role, she is overseeing all aspects of the branch’s sales and operations.

Parcion Private Wealth Expands Leadership Team with Appointment of Veteran Executives

National Search Yields New Chief Investment Officer and Chief Operating Officer to Support Growth

Nordwand Capital Deepens Investment Expertise with Appointment of Patrick McGinnis

Firm Enhances Investment Management and Estate Planning Capabilities for Complex Client Needs

Americana Partners Strengthens Houston Presence With Addition of Local Team of Industry Veterans

Former Morgan Stanley Advisors Bring Decades Of Experience And Deep Relationships In The Ultra-High-Net-Worth Space

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